Inviting a planner

To invite a new planner,

• Go to the dashboard
• Click on an event or meeting card
• Go to the roles tab in the event or meeting page
• Scroll down to planners, click on the + at the top
• In the new planner fields below, enter the planner’s information
• Click on the invite button to the left of their name
  • An invitation email will automatically be sent to them
  • They can login and accept the role

How to re-invite a planner

• If the person has been invited already, the invite button will change to say re-invite
• This is in the planners section in the roles tab

Cancelling a planner

• Owners and administrators can cancel planners.
• Planners can cancel themselves, but can’t cancel other planners, unless the planner is also an owner or administrator of the Workspace over the event or meeting.
• Once a planner is cancelled, they can still login because they already have their own Workspace.

To cancel a planner,

• Go to the dashboard
• Click on an event or meeting card
• Go to the roles tab